In SharpSpring you can create a list to capture both every contact record currently in your system, as well as all records that are created in the future. Use this list to further segment leads and create meaningful subgroups by creating a dynamic list with a different criteria.
The following User Roles have access to create a continuous list:
- Marketing Manager
Follow these steps to create an all inclusive continuous contact list.
Step One: On the toolbar top right, click New, then on the drop-down select List.
Step Two: Within the Add New List pop-up, do the following:
- Enter a name for the list and a short description of the list.
- Check Rules Based.
Note: Rules based lists will dynamically remove a member when the lead no longer meets the trigger criteria.
- Click Create List.
Step Three: Scroll to Trigger & Filters section and click in the When a contact field, under Email Actions, select visits from the email.
Step Four: To complete the trigger, do the following:
- In the field, start to type Email and select it, then in the changes to field, type an @ symbol.
- Select included, then click Add Rule.
- Once you have added all the triggers and filters for this dynamic list, click Save Changes.